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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Regal Partners
Sydney, NSW,
Australia
| $965M | -$29.4M | -3% | 3.21% | 146% | 62 | 48.39% | 0.7 |
|
| 2077 |
2077
Nicholas Investment Partners
Rancho Santa Fe,
California
| $964M | -$12.5M | -1% | 7.78% | 397% | 244 | 35.66% | 1.3 |
|
| 2078 |
2078
CoreCap Advisors
Southfield,
Michigan
| $963M | -$925M | -49% | 4.37% | 89.8% | 2,675 | 45.68% | 0.6 |
|
| 2079 |
2079
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| $962M | +$51.6M | +6% | 4.34% | 81.9% | 225 | 21.33% | 2.3 |
|
| 2080 |
2080
Callahan Advisors
Houston,
Texas
| $962M | +$8.28M | +0.9% | 1.46% | 87.7% | 152 | 9.21% | 5.9 |
|
| 2081 |
2081
Hengehold Capital Management
Cincinnati,
Ohio
| $961M | +$23M | +2% | 1.29% | 54.5% | 198 | 7.07% | 4.4 |
|
| 2082 |
2082
Connors Investor Services
Wyomissing,
Pennsylvania
| $961M | +$12.2M | +1% | 4.15% | 125% | 164 | 9.76% | 4.9 |
|
| 2083 |
2083
TCG Crossover Management
Palo Alto,
California
| $960M | -$305M | -24% | 11.2% | 3,013% | 35 | 14.29% | 1 |
|
| 2084 |
2084
Washington State Investment Board
Olympia,
Washington
| $959M | +$326M | +52% | 51.7% | 567% | 2 | 0% | 2.9 |
|
| 2085 |
2085
Levin Capital Strategies
New York
| $959M | -$43.2M | -4% | 0.13% | 88.6% | 290 | 39.31% | 3.6 |
|
| 2086 |
2086
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $958M | +$25.2M | +3% | 1.57% | 39.2% | 190 | 12.11% | 2.9 |
|
| 2087 |
2087
Harbor Investment Advisory
Lutherville,
Maryland
| $958M | +$1.67M | +0.2% | 3.15% | 97.5% | 1,475 | 21.49% | 3.1 |
|
| 2088 |
2088
Seven Eight Capital
New York
| $958M | -$53.5K | -0% | 2.43% | 13.6% | 932 | 66.2% | 0.3 |
|
| 2089 |
2089
Strategic Wealth Partners
Independence,
Ohio
| $958M | +$46.1M | +5% | 1.49% | – | 312 | 18.27% | 2.6 |
|
| 2090 |
2090
Globeflex Capital
San Diego,
California
| $957M | -$69.4M | -7% | 1.49% | 186% | 537 | 24.21% | 2.2 |
|
| 2091 |
2091
Morningstar Investment Management
Chicago,
Illinois
| $957M | +$34.8M | +4% | 3.04% | 48.2% | 205 | 7.32% | 1.3 |
|
| 2092 |
2092
FJ Capital Management
Mclean,
Virginia
| $956M | -$26.6M | -3% | 0.57% | 97.9% | 142 | 54.23% | 2 |
|
| 2093 |
2093
Trigran Investments
Northbrook,
Illinois
| $956M | -$75.3M | -7% | 4.27% | 30.2% | 22 | 18.18% | 3.6 |
|
| 2094 |
2094
TD Capital Management
Memphis,
Tennessee
| $956M | +$18.3M | +2% | 1.43% | 40.5% | 541 | 20.52% | 2.5 |
|
| 2095 |
SL
2095
Sonnipe Ltd
Douglas,
Isle Of Man
| $956M | +$6.55M | +0.7% | 6.59% | 57.8% | 21 | 85.71% | 1.5 |
|
| 2096 |
2096
Tompkins Financial
Ithaca,
New York
| $955M | +$70.6M | +8% | 4.29% | 84.4% | 658 | 14.89% | 4.6 |
|
| 2097 |
2097
Jacobs & Co
San Francisco,
California
| $954M | +$9.5M | +1% | 3.23% | 105% | 125 | 4.8% | 7.6 |
|
| 2098 |
2098
Permian Investment Partners
Dallas,
Texas
| $954M | -$88M | -8% | 3.94% | 78.6% | 22 | 40.91% | 1.5 |
|
| 2099 |
SBCM
2099
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| $953M | -$51.9M | -5% | 0.91% | 72.3% | 53 | 5.66% | 6.3 |
|
| 2100 |
2100
Proficio Capital Partners
Newton,
Massachusetts
| $952M | +$44M | +5% | 4.18% | 97% | 344 | 12.79% | 2.8 |
|